Filevine vs OnBoard

Side-by-side comparison of features, reviews, pricing and more

Filevine

Category: Documentation Tool
Industries: Business, Marketing, Legal Files

Pricing

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OnBoard

Category: Documentation Tool
Industries: Marketing, Business, Education

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20M+ Downloads
5/5

#1 in Magazines & Newspapers

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Filevine reviews

We wanted a bespoke system that perfectly fit how our company conducts business. Other platforms attempted to shoehorn our workflow. Filevine is exactly how we wanted it to be and can grow with us as our company evolves.

- Kyle Dean Massey, Owner Elevate Baby

The first year, we saved over $60,000 in medical record requests after we transitioned from using a commercial records service to managing it in-house.

- Amber Pang Parra, Attorney for Pharmaceuticals, Consumer Law, & Veterans' Law Justinian & Associates PLLC

My attorney always says that having Filevine is just like having three other people working for you in the background at all times.

- Jason Brooks, Partner Leopold & Associates, PLLC

OnBoard reviews

I like that the app works on all systems (iphone/android/table/laptop/desktop) - I love that it has become a digital filing cabinet and we have almost done away with paper files. It's a marvel.

- Roberto P. Director of Trusteeship & Executive Office Administration

I find it easy to create documents for Board and Committee meetings. Directors utilize a variety of devices to connect to OnBoard.

- Robert S. CFO

Training was great - it was one-on-one and over the internet. It made getting questions answered easy and allowed us to focus on the features we could not figure out on our own. The customer service/correspondence is amazing.

- Carla L. Finance Director

Pros & cons

Filevine

Pros
Mostly, we like that, since it is in the cloud, we can work with it no matter where we are which was a huge help in 2020 while working at home
Communication between employees with tasks that can be entered per client helps to keep on top of things
Everything is organized, which we like, so it streamlines the process
Filevine was by far the most superior out of all of the choices
I am very pleased with the Filevine
I love the fact that I can work on Filevine from literally anywhere in the world
When COVID-19 struck and we all had to work remotely for several months, this was a lifesaver."

Cons
Basically Filevine is the New England Patriots in their prime and TrialWorks is the Cleveland Browns at their worse
The layout was not streamlined, it could be difficult to go where you wanted to
There was a struggle in organization, costs were high, and it was difficult to have multiple users working
We used to be able to drag the photos from the page they were opened on
Now, we have to hit download and when another screen appears, we can drag the photo from there
Look also at how many users have to hire independent implementation consultants to make anything happen
The implementation timeline and costs are therefore very dishonest."

OnBoard

Pros
The ease to upload and change out updated docs at the last minute is great
The ability to download then entire book into a pdf is great too
I sincerely appreciate all the help of the wonderful staff as we learned how to use the software
Overall, it's been a great tool to use for our company's board and I have been very very pleased with how friendly all of the staff have been from the very beginning of the process
This is the first online board portal we have used and we're already impressed
We previewed a few board portals before purchasing OnBoard and like the look and ease of OnBoard best."

Cons
For instance, it is difficult for members how to simply print a document
Also, the lagging when typing in some fields is very annoying
It is disappointing that the Actions functionality comes at an additional cost
I end up losing where I left off if trying to do a complete review and training OnBoard
No more Post-it notes that come off and get lost to contend with."

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